Simple Business Dashboard Design Strategies

Transcription

1 Simple Business Dashboard Design Strategies A Triumph of Insight over Technology Stephen McDaniel Freakalytics, LLC 1

2 Why a dashboard? Enlighten and empower your audience. Great dashboards should enable better decisions and inspire new questions in the business. -Stephen McDaniel Copyright 2010 Freakalytics, LLC 2

3 The dashboard dilemma? They are often more about technology and complex projects that take months. Copyright 2010 Freakalytics, LLC 3

4 What decision-makers want Rapid insights that help leaders steer the ship to solve critical problems. Copyright 2010 Freakalytics, LLC 4

5 What decision-makers want Rapid insights that help leaders steer the ship to solve critical problems. I need simple guidance today and flexibility to adapt simple dashboards to dynamic business conditions in a matter of days, not months. Copyright 2010 Freakalytics, LLC 5

6 Creating a great dashboard What are the business goals? Key questions that data can inform Break down the questions into small but meaningful indicators or components Identify the minimal data elements required Pair the minimal with available data elements Create a plan to capture the missing data Copyright 2010 Freakalytics, LLC 6

7 Creating a great dashboard Simple is frequently better Typically bar charts, line charts or bullet graphs Simple interactivity, typically limited to filters Definition of simple varies by audience Easy to interpret Stick with clear messages Align view with a set of strategic priorities Often useful to show targets or simple trends Copyright 2010 Freakalytics, LLC 7

8 Creating a great dashboard What story does your dashboard tell? Will this excite and inform your audience? Can it be understood in less than a minute? Is it personally meaningful to your audience? Adjust your metrics and views to make it personally meaningful to your audience! Copyright 2010 Freakalytics, LLC 8

9 Using a dashboard tool Find a tool that is visual analytics oriented Intelligent chart defaults is a big plus Built for analysts, not programmers Build simple visuals for your questions Consolidate your views into a dashboard NO programming should be needed Bring together logical filters and highlighting 9

10 A world oil example 30 years of oil data by country Consumption Production Proven reserves And population by country Content to be featured in newspapers & blogs A dashboard will be built for quick explanations Start with frequent questions BUT make it personally meaningful! 10

11 Map it! 11

12 Map it! 12

13 Map it! 13

14 Understand usage over time Asia Pacific (Including Australia) 14

15 Even more informative Asia Pacific (Including Australia) 15

16 Examine consumption and usage per person (Asia Pacific) 16

17 One more thought, how much is left and how valuable is it? 17

18 Bring it all together 18

19 Australia and New Zealand 19

20 Versus China and India 20

21 Beyond the dashboard- China and India 21

22 Author Rapid Graphs with Tableau SAS for Dummies Stephen s Background Co-Founder of Freakalytics, LLC Freakalytics is a Worldwide Tableau Education Partner providing Public training learn the breadth of Tableau while incorporating solid presentation & dashboard design principles On-site training Expert dashboard design and analytic strategy consulting Director of Marketing Analytics Netflix, Razorfish and REI Copyright 2009 Freakalytics, LLC 22

23 Stephen s Background Director of Software Development- analytics SAS Technical Architect- BI, analytics & data warehousing Oracle, Brio, Takeda Abbott Pharmaceuticals, Pfizer, Bristol Myers Senior Product Manager- BI & analytics Brio Technology and SAS Statistician Six Sigma- pharmaceutical manufacturing Biostatistician- AIDS, asthma, birth control, heart failure and allergies Copyright 2009 Freakalytics, LLC 23

24 Use this dashboard online! Interact with this dashboard and download it to make your own improvements! Hosted by Tableau Public, a free service for public knowledge sharing via visual analytics 24